401(k) · DOL Form 5500 · 2024

Pennian Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 122
Participants Small participant base: 58th
Percentile by assets National rank: $92,327
Avg per participant Below avg balance/head

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Official DOL plan name: Pennian Bank 401(k) Plan · Sponsored by Pennian Bank · Pennsylvania · Finance & Insurance

$11M in assets, 122 participants

Pennian Bank's Pennian Bank 401(k) Plan reported $11M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#3,606 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Pennian Bank 401(k) Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#3,606
in Finance & Insurance (8,549 peers): +12.0%
assets growth YoY

Pennian Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Pennian Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,263,866 Top 42% higher than 58% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pennian Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennian Bank 401(k) Plan sits mid-pack in the medium band (122 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Pennian Bank 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Pennian Bank 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Pennian Bank 401(k) Plan reported participants fell from 127 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230873877 · Pennian Bank PY 2024 · 401(k)

Pennian Bank 401(k) Plan · $11M · 122 · 58th

VS-ST $11M
BOY 122
SCH 58th
EBSA 401(k)
PART near Congaree River LLC 401(k) Profit Sharing Plan
TYPE ind #3606

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Pennian Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$11M
Net Income	$1M
Employer EIN	230873877
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pennian Bank)

Latest sponsor-wide plan assets: $13M 29.906392077655475% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	238	$10M
2023	2	251	$12M
2024	2	245	$13M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pennian Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Pennian Bank 401(k) Plan side-by-side with 3 peers →

Pennian Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Congaree River LLC 401(k) Profit Sharing Plan in IL ($11M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Congaree River LLC 401(k) Profit Sharing Plan (IL) $11M · 11
Grossman, Tucker, Perreault and Pfleger, PLLC Profit Sharing Plan (NH) $11M · 21
Motionpoint Corporation Fsa 401(k) Profit Sharing Plan and T (FL) $11M · 101
Ziphq 401(k) Plan (CA) $11M · 219

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
Canvas 401(k) Plan (VA) 122 · 0 off
Amg, Inc 401(k) Plan (VA) 122 · 0 off
Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pennian Bank 401(k) Plan assets move in 2024? ▼

Pennian Bank 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $10M to $11M. Reported net income was $1M.

How have Pennian Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pennian Bank's sponsor-wide assets grew 29.9%, from $10M to $13M.

Which 401(k) plans are similar in size to Pennian Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Congaree River LLC 401(k) Profit Sharing Plan in IL ($11M, 11 participants).

Which 401(k) plans cover a similar participant headcount to Pennian Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230873877.